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Market Insights

Investors are Seeking the Right Answers to the Wrong Questions

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  • Strategist's Corner

    Strategist's Corner

    Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida

    <p>To Find the Bust, You Need to Find the Boom</p>
    Strategist's Corner | READ
    24 September 2024

    To Find the Bust, You Need to Find the Boom

    Capital cycles are imperfect, showing a tendency for booms and busts. Over the past year, investors have focused on the economy and interest rates when assessing risk. That emphasis may be misplaced because that wasn’t where the boom was.

    <p>Uncertainty is Non-Linear</p>
    Strategist's Corner | READ
    8 August 2024

    Uncertainty is Non-Linear

    Rob Almeida suggests that while recent market turmoil may not last, a backdrop of higher costs and lower growth could make for a more challenging operating environment ahead.

    <p>Investors are Seeking the Right Answers to the Wrong Questions</p>
    Strategist's Corner | READ
    22 July 2024

    Investors are Seeking the Right Answers to the Wrong Questions

    Rob Almeida suggests that investors should be more concerned about fundamentals than potential rate cuts.

    <p>The Evolution of the Consumer Staples Sector</p>
    Strategist's Corner | READ
    21 May 2024

    The Evolution of the Consumer Staples Sector

    In the consumer staples space, clear profit visibility has given way to tech-driven disruption. As a result, separating the winners from the losers requires deep research and an appreciation of nuance.

    <p>Inflation Surprise? No, Not Really</p>
    Strategist's Corner | READ
    22 April 2024

    Inflation Surprise? No, Not Really

    The market is currently correcting mistaken assumptions that were based on a market cycle driven by artificially low interest rates. As market dynamics shift, the source of a company's growth will also shift.

    View all insights

  • Week in Review

    <p>Storms, Strikes Muddy US Employment Data</p>
    Week in Review | READ
    1 November 2024

    Storms, Strikes Muddy US Employment Data

    A review of the week’s top global economic and capital markets news.

    <p>Calm Before the Storm?</p>
    Week in Review | READ
    25 October 2024

    Calm Before the Storm?

    A review of the week’s top global economic and capital markets news.

    <p>ECB Cuts Rates, China’s Targeted Stimulus Disappoints</p>
    Week in Review | READ
    18 October 2024

    ECB Cuts Rates, China’s Targeted Stimulus Disappoints

    A review of the week’s top global economic and capital markets news.

    view all insights

  • Market Pulse

    Timely insights into the market dynamics on your mind today

    <p>Global Market Pulse (EURO)</p>
    Market Pulse | READ
    7 October 2024

    Global Market Pulse (EURO)

    Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.

    <p>Market Pulse</p>
    Market Pulse | READ
    5 September 2024

    Market Pulse

    Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.

    view all insights

  • Market Insights

    A summary of MFS' views on equity and fixed income asset classes across countries and regions

    <p>Global Market Pulse (EURO)</p>
    Market Pulse | READ
    7 October 2024

    Global Market Pulse (EURO)

    Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.

    <p>US Election Perspectives 2024</p>
    Market Insight | READ
    13 September 2024

    US Election Perspectives 2024

    While we feel it’s important for investors to familiarize themselves with the policy proposals of the major party candidates, historically, electoral outcomes haven’t had major lasting impacts on market performance.

    <p>Market Pulse</p>
    Market Pulse | READ
    5 September 2024

    Market Pulse

    Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.

    view all insights

Strategist's Corner

Market observations and investment outlook by MFS' Global Investment Strategist Rob Almeida

<p>To Find the Bust, You Need to Find the Boom</p>
Strategist's Corner | READ
24 September 2024

To Find the Bust, You Need to Find the Boom

Capital cycles are imperfect, showing a tendency for booms and busts. Over the past year, investors have focused on the economy and interest rates when assessing risk. That emphasis may be misplaced because that wasn’t where the boom was.

<p>Uncertainty is Non-Linear</p>
Strategist's Corner | READ
8 August 2024

Uncertainty is Non-Linear

Rob Almeida suggests that while recent market turmoil may not last, a backdrop of higher costs and lower growth could make for a more challenging operating environment ahead.

<p>Investors are Seeking the Right Answers to the Wrong Questions</p>
Strategist's Corner | READ
22 July 2024

Investors are Seeking the Right Answers to the Wrong Questions

Rob Almeida suggests that investors should be more concerned about fundamentals than potential rate cuts.

<p>The Evolution of the Consumer Staples Sector</p>
Strategist's Corner | READ
21 May 2024

The Evolution of the Consumer Staples Sector

In the consumer staples space, clear profit visibility has given way to tech-driven disruption. As a result, separating the winners from the losers requires deep research and an appreciation of nuance.

<p>Inflation Surprise? No, Not Really</p>
Strategist's Corner | READ
22 April 2024

Inflation Surprise? No, Not Really

The market is currently correcting mistaken assumptions that were based on a market cycle driven by artificially low interest rates. As market dynamics shift, the source of a company's growth will also shift.

View all insights

Week in Review

<p>Storms, Strikes Muddy US Employment Data</p>
Week in Review | READ
1 November 2024

Storms, Strikes Muddy US Employment Data

A review of the week’s top global economic and capital markets news.

<p>Calm Before the Storm?</p>
Week in Review | READ
25 October 2024

Calm Before the Storm?

A review of the week’s top global economic and capital markets news.

<p>ECB Cuts Rates, China’s Targeted Stimulus Disappoints</p>
Week in Review | READ
18 October 2024

ECB Cuts Rates, China’s Targeted Stimulus Disappoints

A review of the week’s top global economic and capital markets news.

view all insights

Market Pulse

Timely insights into the market dynamics on your mind today

<p>Global Market Pulse (EURO)</p>
Market Pulse | READ
7 October 2024

Global Market Pulse (EURO)

Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.

<p>Market Pulse</p>
Market Pulse | READ
5 September 2024

Market Pulse

Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.

view all insights

Market Insights

A summary of MFS' views on equity and fixed income asset classes across countries and regions

<p>Global Market Pulse (EURO)</p>
Market Pulse | READ
7 October 2024

Global Market Pulse (EURO)

Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.

<p>US Election Perspectives 2024</p>
Market Insight | READ
13 September 2024

US Election Perspectives 2024

While we feel it’s important for investors to familiarize themselves with the policy proposals of the major party candidates, historically, electoral outcomes haven’t had major lasting impacts on market performance.

<p>Market Pulse</p>
Market Pulse | READ
5 September 2024

Market Pulse

Leveraging expertise from the MFS Market Insights team to provide timely perspectives on economic and market dynamics that are top of mind for clients.

view all insights
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